Raul Noah Lizalde
Investment adviser representative at Integrated Wealth Concepts LLC
15 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
Are you Raul Noah Lizalde? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Integrated Wealth Concepts LLCJan 2025 to now
- VebsFeb 2011 to now
- Onedigital Investment Advisors, LLCSep 2022 to Jan 2025
- Retirement Wealth Advisors, LLCMar 2022 to Sep 2022
- Independent Insurance AgentAug 2020 to Sep 2022
- Arizona State University - Sun Devil Fitness ComplexJun 2017 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7525193
- Firm CRD
- 284656